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SCHD Holdings Changes image
This page summarizes the SCHD holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether SCHD is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing SCHD Share Count
Richardson Capital Management LLC 185 433,465 +433,280 +234205.41%
Sage Mountain Advisors LLC 220 14,351 +14,131 +6423.18%
Verity & Verity LLC 5,752 110,788 +105,036 +1826.08%
GoalVest Advisory LLC 411 5,008 +4,597 +1118.49%
Simplicity Wealth LLC 5,664 53,680 +48,016 +847.74%
PFG Investments LLC 8,196 55,155 +46,959 +572.95%
Beacon Financial Planning Inc. 7,931 33,612 +25,681 +323.81%
MBE Wealth Management LLC 3,236 13,648 +10,412 +321.76%
Financial Synergies Wealth Advisors Inc. 965 3,028 +2,063 +213.78%
FSC Wealth Advisors LLC 18,826 58,771 +39,945 +212.18%
Caldwell Sutter Capital Inc. 540 1,560 +1,020 +188.89%
Strategic Financial Concepts LLC 21,120 58,109 +36,989 +175.14%
Valicenti Advisory Services Inc. 4,125 10,655 +6,530 +158.30%
Sage Capital Advisors llc 2,691 6,742 +4,051 +150.54%
Family Investment Center Inc. 34,746 80,180 +45,434 +130.76%
TRUE Private Wealth Advisors 10,544 24,089 +13,545 +128.46%
Barry Investment Advisors LLC 12,317 27,049 +14,732 +119.61%
Bridgewealth Advisory Group LLC 46,768 101,954 +55,186 +118.00%
NBC Securities Inc. 8,326 15,617 +7,291 +87.57%
Berger Financial Group Inc 381,161 707,217 +326,056 +85.54%
Ferguson Wellman Capital Management Inc. 6,761 12,056 +5,295 +78.32%
Diversified Trust Co 8,914 15,870 +6,956 +78.03%
ZRC Wealth Management LLC 11,791 20,601 +8,810 +74.72%
Busey Wealth Management 2,635 4,467 +1,832 +69.53%
Gemmer Asset Management LLC 4,630 7,830 +3,200 +69.11%
Tompkins Financial Corp 914 1,476 +562 +61.49%
Nicholas Hoffman & Company LLC. 4,914 7,631 +2,717 +55.29%
Bridge Advisory LLC 11,568 17,877 +6,309 +54.54%
Traynor Capital Management Inc. 3,998 6,140 +2,142 +53.58%
Evanson Asset Management LLC 11,683 17,882 +6,199 +53.06%
Wiley BROS. Aintree Capital LLC 6,988 10,685 +3,697 +52.90%
Transform Wealth LLC 39,081 59,687 +20,606 +52.73%
Presidio Capital Management LLC 176,262 267,868 +91,606 +51.97%
Southland Equity Partners LLC 49,637 72,877 +23,240 +46.82%
Sage Investment Advisers LLC 10,436 15,292 +4,856 +46.53%
Prospect Financial Services LLC 6,243 9,042 +2,799 +44.83%
Sound Income Strategies LLC 1,486 2,149 +663 +44.62%
Lynch & Associates IN 23,751 34,344 +10,593 +44.60%
Fiduciary Alliance LLC 42,634 61,356 +18,722 +43.91%
RDA Financial Network 10,126 14,381 +4,255 +42.02%
Dakota Wealth Management 211,101 293,945 +82,844 +39.24%
Stratos Wealth Partners LTD. 138,162 189,416 +51,254 +37.10%
Future Financial Wealth Managment LLC 42,445 57,579 +15,134 +35.66%
City State Bank 200 270 +70 +35.00%
PSI Advisors LLC 240 320 +80 +33.33%
Private Ocean LLC 25,765 33,296 +7,531 +29.23%
Benchmark Financial Wealth Advisors LLC 61,695 79,482 +17,787 +28.83%
Costello Asset Management INC 4,048 5,082 +1,034 +25.54%
Thrive Wealth Management LLC 12,289 15,422 +3,133 +25.49%
Montis Financial LLC 14,887 18,673 +3,786 +25.43%
Sunbelt Securities Inc. 87,850 109,975 +22,125 +25.18%
Signal Advisors Wealth LLC 40,087 50,093 +10,006 +24.96%
Godsey & Gibb Associates 5,708 6,960 +1,252 +21.93%
Carret Asset Management LLC 3,907 4,762 +855 +21.88%
BKA Wealth Consulting Inc. 8,611 10,473 +1,862 +21.62%
O ROURKE & COMPANY Inc 4,145 5,039 +894 +21.57%
Harbor Investment Advisory LLC 1,787 2,168 +381 +21.32%
Weaver Consulting Group 26,116 31,203 +5,087 +19.48%
Fifth Third Wealth Advisors LLC 34,500 41,121 +6,621 +19.19%
SeaCrest Wealth Management LLC 33,226 39,542 +6,316 +19.01%
LVM Capital Management Ltd. MI 33,068 39,223 +6,155 +18.61%
Chapin Davis Inc. 6,323 7,474 +1,151 +18.20%
Fermata Advisors LLC 80,721 95,374 +14,653 +18.15%
Private Capital Management LLC 13,159 15,474 +2,315 +17.59%
Teamwork Financial Advisors LLC 68,321 80,331 +12,010 +17.58%
Waller Financial Planning Group Inc. 183,828 215,166 +31,338 +17.05%
Emerald Advisors LLC 27,752 32,438 +4,686 +16.89%
Bank of New York Mellon Corp 143,258 166,480 +23,222 +16.21%
Garrett Investment Advisors LLC 5,069 5,829 +760 +14.99%
Raymond James Trust N.A. 29,527 33,623 +4,096 +13.87%
Roble Belko & Company Inc 1,640 1,867 +227 +13.84%
Principle Wealth Partners LLC 465,248 524,442 +59,194 +12.72%
Bank of New Hampshire 12,175 13,660 +1,485 +12.20%
Whitaker Myers Wealth Managers LTD. 203,264 227,918 +24,654 +12.13%
Raymond James Financial Services Advisors Inc. 5,107,641 5,712,485 +604,844 +11.84%
Weitzel Financial Services Inc. 162,636 180,995 +18,359 +11.29%
Trinity Financial Advisors LLC 111,012 123,503 +12,491 +11.25%
Access Financial Services Inc. 54,469 60,515 +6,046 +11.10%
High Net Worth Advisory Group LLC 60,890 67,631 +6,741 +11.07%
Gradient Capital Advisors LLC 35,717 39,552 +3,835 +10.74%
CGC Financial Services LLC 614,177 680,082 +65,905 +10.73%
Eudaimonia Partners LLC 45,555 50,364 +4,809 +10.56%
True Link Financial Advisors LLC 422,667 466,355 +43,688 +10.34%
Manning & Napier Group LLC 217,190 239,118 +21,928 +10.10%
Compass Financial Group INC SD 34,244 37,668 +3,424 +10.00%
Successful Portfolios LLC 4,072 4,475 +403 +9.90%
WBH Advisory Inc. 34,364 37,749 +3,385 +9.85%
Financial Perspectives Inc 4,532 4,971 +439 +9.69%
Vicus Capital 9,966 10,915 +949 +9.52%
WESPAC Advisors SoCal LLC 2,645 2,895 +250 +9.45%
LVW Advisors LLC 1,047,671 1,146,175 +98,504 +9.40%
Curbstone Financial Management Corp 109,402 119,522 +10,120 +9.25%
Security National Bank 271 296 +25 +9.23%
Walker Financial Services Inc. 297,474 324,280 +26,806 +9.01%
Valeo Financial Advisors LLC 9,131 9,951 +820 +8.98%
Smith Anglin Financial LLC 41,870 45,467 +3,597 +8.59%
LexAurum Advisors LLC 67,495 73,249 +5,754 +8.53%
Kiley Juergens Wealth Management LLC 129,977 140,909 +10,932 +8.41%
Apexium Financial LP 287,086 309,910 +22,824 +7.95%
Glassy Mountain Advisors Inc. 30,120 32,491 +2,371 +7.87%
Clearview Wealth Advisors LLC 47,319 51,023 +3,704 +7.83%
AlphaMark Advisors LLC 4,375 4,717 +342 +7.82%
Sweet Financial Partners LLC 267,462 288,338 +20,876 +7.81%
Whitener Capital Management Inc. 22,930 24,712 +1,782 +7.77%
CRA Financial Services LLC 300,496 323,623 +23,127 +7.70%
Warner Financial Inc. 23,887 25,721 +1,834 +7.68%
Canvas Wealth Advisors LLC 115,619 124,386 +8,767 +7.58%
Mayfair Advisory Group LLC 124,229 133,354 +9,125 +7.35%
Dynamic Advisor Solutions LLC 104,465 112,092 +7,627 +7.30%
Ausdal Financial Partners Inc. 304,711 326,754 +22,043 +7.23%
Main Street Financial Solutions LLC 427,372 458,086 +30,714 +7.19%
Relyea Zuckerberg Hanson LLC 5,650 6,050 +400 +7.08%
W Advisors LLC 6,286 6,725 +439 +6.98%
Evolution Wealth Advisors LLC 62,170 66,447 +4,277 +6.88%
Johnson & White Wealth Management LLC 69,516 74,235 +4,719 +6.79%
Cottage Street Advisors LLC 10,289 10,979 +690 +6.71%
O Connor Financial Group LLC 63,922 68,213 +4,291 +6.71%
Genesee Capital Advisors LLC 17,198 18,341 +1,143 +6.65%
Bouchey Financial Group Ltd 764,912 813,668 +48,756 +6.37%
Cornerstone Wealth Management LLC 9,890 10,520 +630 +6.37%
Sigma Investment Counselors Inc. 7,207 7,659 +452 +6.27%
Strategy Asset Managers LLC 2,797 2,972 +175 +6.26%
AdvisorNet Financial Inc 183,151 194,620 +11,469 +6.26%
RMR Wealth Builders 4,532 4,812 +280 +6.18%
Strategic Blueprint LLC 125,943 133,570 +7,627 +6.06%
Northwest Quadrant Wealth Management LLC 334,823 354,149 +19,326 +5.77%
RVW Wealth LLC 203,168 214,896 +11,728 +5.77%
Grimes & Company Inc. 3,225 3,408 +183 +5.67%
Madison Park Capital Advisors LLC 21,794 23,012 +1,218 +5.59%
Chicago Partners Investment Group LLC 31,050 32,768 +1,718 +5.53%
Capital Asset Advisory Services LLC 146,016 154,062 +8,046 +5.51%
WealthCare Investment Partners LLC 79,195 83,412 +4,217 +5.32%
Walkner Condon Financial Advisors LLC 12,309 12,947 +638 +5.18%
Liberty Capital Management Inc. 22,643 23,783 +1,140 +5.03%
OMNI 360 Wealth Inc. 24,432 25,628 +1,196 +4.90%
Powers Advisory Group LLC 172,758 181,056 +8,298 +4.80%
Wealth Management Resources Inc. 276,601 289,777 +13,176 +4.76%
Steele Capital Management Inc. 418,619 438,363 +19,744 +4.72%
LongView Wealth Management 175,507 183,532 +8,025 +4.57%
Channel Wealth LLC 51,864 54,222 +2,358 +4.55%
Wealth Enhancement Advisory Services LLC 3,228,938 3,375,640 +146,702 +4.54%
Mason & Associates Inc 2,836 2,962 +126 +4.44%
Cambridge Investment Research Advisors Inc. 2,175,231 2,269,372 +94,141 +4.33%
Coston McIsaac & Partners 1,993 2,079 +86 +4.32%
Eagle Capital Management LLC LA 268,422 279,989 +11,567 +4.31%
Toth Financial Advisory Corp 2,469 2,575 +106 +4.29%
ForthRight Wealth Management LLC 272,182 283,660 +11,478 +4.22%
Intergy Private Wealth LLC 276,860 288,354 +11,494 +4.15%
waypoint wealth counsel 26,353 27,442 +1,089 +4.13%
D. B. Root & Company LLC 68,063 70,826 +2,763 +4.06%
Bruce G. Allen Investments LLC 86,446 89,953 +3,507 +4.06%
BKM Wealth Management LLC 5,355 5,570 +215 +4.01%
Appleton Partners Inc. MA 8,591 8,932 +341 +3.97%
DHJJ Financial Advisors Ltd. 115,304 119,561 +4,257 +3.69%
Nikulski Financial Inc. 39,328 40,770 +1,442 +3.67%
Oak Harbor Wealth Partners LLC 96,121 99,615 +3,494 +3.64%
Private Trust Co. NA 26,120 27,057 +937 +3.59%
Capital Investment Advisors LLC 36,152 37,427 +1,275 +3.53%
Latitude Advisors LLC 19,820 20,473 +653 +3.29%
Wealthcare Advisory Partners LLC 430,699 444,372 +13,673 +3.17%
Scott Capital Advisors LLC 495,641 511,249 +15,608 +3.15%
West Oak Capital LLC 22,045 22,720 +675 +3.06%
Cedar Brook Financial Partners LLC 159,893 164,789 +4,896 +3.06%
Park Avenue Securities LLC 258,797 266,544 +7,747 +2.99%
Financial Advisory Corp UT ADV 35,779 36,818 +1,039 +2.90%
Patrick M Sweeney & Associates Inc. 2,936 3,021 +85 +2.90%
Pasadena Private Wealth LLC 20,373 20,955 +582 +2.86%
Global Wealth Strategies & Associates 710 730 +20 +2.82%
International Assets Investment Management LLC 15,453 15,888 +435 +2.81%
Noble Family Wealth LLC 338,344 347,666 +9,322 +2.76%
Spire Wealth Management 96,063 98,673 +2,610 +2.72%
Legacy Financial Strategies LLC 500,096 513,647 +13,551 +2.71%
Wealth Effects LLC 3,585 3,680 +95 +2.65%
Ellenbecker Investment Group 28,972 29,734 +762 +2.63%
Rainey & Randall Investment Management Inc. 8,857 9,088 +231 +2.61%
Lodestar Private Asset Management LLC 345,739 354,757 +9,018 +2.61%
Nations Financial Group Inc. IA ADV 193,215 198,235 +5,020 +2.60%
Ehrlich Financial Group 23,996 24,587 +591 +2.46%
Crescent Sterling Ltd. 70,609 72,339 +1,730 +2.45%
Exeter Financial LLC 52,058 53,319 +1,261 +2.42%
My Personal CFO LLC 8,979 9,194 +215 +2.39%
Hofer & Associates. Inc 66,658 68,216 +1,558 +2.34%
Davis Capital Management 108,314 110,813 +2,499 +2.31%
Burkett Financial Services LLC 484,124 495,121 +10,997 +2.27%
Blue Bell Private Wealth Management LLC 19,160 19,593 +433 +2.26%
Iron Financial LLC 21,678 22,152 +474 +2.19%
Eagle Rock Investment Company LLC 2,791 2,852 +61 +2.19%
Zullo Investment Group Inc. 32,014 32,713 +699 +2.18%
AllGen Financial Advisors Inc. 279,410 285,391 +5,981 +2.14%
American Financial Advisors LLC 338,034 345,125 +7,091 +2.10%
First Financialcorp IN 9,158 9,342 +184 +2.01%
TruWealth Advisors LLC 381,064 388,502 +7,438 +1.95%
Skyline Advisors Inc. 186,152 189,578 +3,426 +1.84%
Safeguard Financial LLC 15,928 16,204 +276 +1.73%
Spinnaker Investment Group LLC 510,057 518,384 +8,327 +1.63%
Kovack Advisors Inc. 17,319 17,600 +281 +1.62%
Advance Capital Management Inc. 10,654 10,826 +172 +1.61%
CVA Family Office LLC 730,444 741,560 +11,116 +1.52%
Natixis Advisors L.P. 13,960 14,164 +204 +1.46%
OneAscent Wealth Management LLC 7,821 7,930 +109 +1.39%
Panoramic Investment Advisors LLC 95,543 96,787 +1,244 +1.30%
Cooper Financial Group 151,280 153,152 +1,872 +1.24%
GHP Investment Advisors Inc. 23,238 23,524 +286 +1.23%
Allen Capital Group LLC 32,171 32,556 +385 +1.20%
Juncture Wealth Strategies LLC 96,138 97,264 +1,126 +1.17%
Fundamentun LLC 207,146 209,542 +2,396 +1.16%
Towneley Capital Management Inc DE 203,675 205,837 +2,162 +1.06%
SOA Wealth Advisors LLC. 13,044 13,177 +133 +1.02%
Orgel Wealth Management LLC 4,114,781 4,152,801 +38,020 +0.92%
Retirement Guys Formula LLC 15,390 15,531 +141 +0.92%
Armor Investment Advisors LLC 72,819 73,485 +666 +0.91%
Financial Consulate Inc. 255,240 257,268 +2,028 +0.79%
Monticello Wealth Management LLC 3,365 3,391 +26 +0.77%
PPS&V Asset Management Consultants Inc. 85,274 85,927 +653 +0.77%
BKD Wealth Advisors LLC 3,286 3,311 +25 +0.76%
Wagner Wealth Management LLC 2,529 2,548 +19 +0.75%
Omega Financial Group LLC 4,647 4,682 +35 +0.75%
GSG Advisors LLC 142,499 143,550 +1,051 +0.74%
West Paces Advisors Inc. 1,967 1,981 +14 +0.71%
Optimum Investment Advisors 285 287 +2 +0.70%
Hamel Associates Inc. 36,800 37,046 +246 +0.67%
Annex Advisory Services LLC 7,338 7,384 +46 +0.63%
Trust Co 38,731 38,965 +234 +0.60%
Hengehold Capital Management LLC 355,048 357,092 +2,044 +0.58%
Clay Northam Wealth Management LLC 136,731 137,516 +785 +0.57%
Mirador Capital Partners LP 6,984 7,019 +35 +0.50%
Financial Freedom LLC 2,409 2,421 +12 +0.50%
Round Rock Advisors LLC 6,564 6,596 +32 +0.49%
Wolff Wiese Magana LLC 3,160 3,175 +15 +0.47%
Breakwater Capital Group 7,659 7,694 +35 +0.46%
Argus Investors Counsel Inc. 4,473 4,493 +20 +0.45%
Blue Chip Partners Inc. 2,908 2,919 +11 +0.38%
MinichMacGregor Wealth Management LLC 2,902 2,913 +11 +0.38%
Northwest Investment Counselors LLC 51,030 51,199 +169 +0.33%
McAdam LLC 55,075 55,206 +131 +0.24%
Game Plan Financial Advisors LLC 46,072 46,178 +106 +0.23%
Arkansas Financial Group Inc. 5,678 5,689 +11 +0.19%
Signet Financial Management LLC 5,331 5,340 +9 +0.17%
Venturi Wealth Management LLC 577 578 +1 +0.17%
Brown Advisory Inc. 65,073 65,168 +95 +0.15%
SignalPoint Asset Management LLC 9,822 9,837 +15 +0.15%
MADDEN SECURITIES Corp 99,820 99,974 +154 +0.15%
Capital Advisors Ltd. LLC 4,429 4,435 +6 +0.14%
Great Waters Wealth Management 30,513 30,548 +35 +0.11%
Red Tortoise LLC 1,441 1,442 +1 +0.07%
Marino Stram & Associates LLC 14,029 14,037 +8 +0.06%
Johnson Bixby & Associates LLC 4,006 4,008 +2 +0.05%
Murphy Middleton Hinkle & Parker Inc. 13,967 13,973 +6 +0.04%
Petra Financial Advisors Inc. 21,736 21,744 +8 +0.04%
Duncker Streett & Co. Inc. 5,092 5,093 +1 +0.02%
Ridgecrest Wealth Partners LLC 5,087 5,088 +1 +0.02%
Strategic Advisors LLC 9,726 9,727 +1 +0.01%
Strategies Wealth Advisors LLC 9,457 9,458 +1 +0.01%
13F Filers Reporting New Positions In SCHD
Bell Bank 0 2,606 +2,606 +100%
Proffitt & Goodson Inc. 0 650 +650 +100%
Woodmont Investment Counsel LLC 0 1,940 +1,940 +100%
Financial Sense Advisors Inc. 0 81,907 +81,907 +100%
Mesirow Financial Investment Management Inc. 0 129,004 +129,004 +100%
BSW Wealth Partners 0 2,632 +2,632 +100%
Community Financial Services Group LLC 0 41,094 +41,094 +100%
Westside Investment Management Inc. 0 400 +400 +100%
Gunma Bank Ltd. 0 120,000 +120,000 +100%
Financial Designs Corp 0 41,890 +41,890 +100%
Pure Financial Advisors Inc. 0 2,729 +2,729 +100%
Rather & Kittrell Inc. 0 12,787 +12,787 +100%
Silver Lake Advisory LLC 0 4,650 +4,650 +100%
Archford Capital Strategies LLC 0 2,528 +2,528 +100%
Colorado Capital Management Inc. 0 11,475 +11,475 +100%
Sugarloaf Wealth Management LLC 0 267 +267 +100%
Peak Financial Management Inc. 0 2,635 +2,635 +100%
Covenant Asset Management LLC 0 2,654 +2,654 +100%
Aua Capital Management LLC 0 9,888 +9,888 +100%
Trilogy Capital Inc. 0 2,673 +2,673 +100%
Demars Financial Group LLC 0 10,173 +10,173 +100%
Allied Investment Advisors LLC 0 2,623 +2,623 +100%
Vanguard Capital Wealth Advisors 0 2,547 +2,547 +100%
Cornerstone Wealth Group LLC 0 4,543 +4,543 +100%
Oldfather Financial Services LLC 0 4,451 +4,451 +100%
Provident Wealth Management LLC 0 2,969 +2,969 +100%
Apella Capital LLC 0 2,542 +2,542 +100%
Grant GrossMendelsohn LLC 0 4,881 +4,881 +100%
MTM Investment Management LLC 0 474 +474 +100%
Legacy Financial Group LLC 0 2,936 +2,936 +100%
Sightline Wealth Advisors LLC 0 3,765 +3,765 +100%
Sovereign Financial Group Inc. 0 2,711 +2,711 +100%
Activest Wealth Management 0 1,630 +1,630 +100%
Pine Haven Investment Counsel Inc 0 2,666 +2,666 +100%
Redmont Wealth Advisors LLC 0 49 +49 +100%
KFG Wealth Management LLC 0 4,079 +4,079 +100%
Fortune Financial Advisors LLC 0 8,995 +8,995 +100%
Morton Capital Management LLC CA 0 2,617 +2,617 +100%
HTLF Bank 0 5,977 +5,977 +100%
Sar Wealth Management Group LLC 0 6,084 +6,084 +100%
Focus Financial Network Inc. 0 1,020,660 +1,020,660 +100%
Duncan Williams Asset Management LLC 0 252,730 +252,730 +100%
Accordant Advisory Group Inc 0 2,900 +2,900 +100%
Foguth Wealth Management LLC. 0 43,744 +43,744 +100%
13F Filers With Unchanged Share Count
Papp L Roy & Associates 3,725 3,725 UNCH 0.00%
Guyasuta Investment Advisors Inc. 28,756 28,756 UNCH 0.00%
Stephenson National Bank & Trust 200 200 UNCH 0.00%
Baldwin Brothers Inc. MA 549 549 UNCH 0.00%
Albion Financial Group UT 1,000 1,000 UNCH 0.00%
Webster Bank N. A. 11,395 11,395 UNCH 0.00%
First Community Trust NA 268 268 UNCH 0.00%
Farmers & Merchants Investments Inc. 13,900 13,900 UNCH 0.00%
Phillips Financial Management LLC 270 270 UNCH 0.00%
Hartford Financial Management Inc. 100 100 UNCH 0.00%
Indiana Trust & Investment Management CO 929 929 UNCH 0.00%
Morris Financial Concepts Inc. 3,515 3,515 UNCH 0.00%
Hanson & Doremus Investment Management 1,204 1,204 UNCH 0.00%
First National Bank of Mount Dora Trust Investment Services 27,484 27,484 UNCH 0.00%
Asset Allocation & Management Company LLC 36,806 36,806 UNCH 0.00%
David R. Rahn & Associates Inc. 10,350 10,350 UNCH 0.00%
Hendershot Investments Inc. 2,150 2,150 UNCH 0.00%
Financial Management Professionals Inc. 125 125 UNCH 0.00%
Lowe Wealth Advisors LLC 75 75 UNCH 0.00%
Oakworth Capital Inc. 299 299 UNCH 0.00%
Legacy Bridge LLC 139 139 UNCH 0.00%
Perennial Advisors LLC 2,950 2,950 UNCH 0.00%
Summit Trail Advisors LLC 3,043 3,043 UNCH 0.00%
Founders Capital Management 600 600 UNCH 0.00%
Fulcrum Capital LLC 7,925 7,925 UNCH 0.00%
Global Trust Asset Management LLC 762 762 UNCH 0.00%
Martin Capital Partners LLC 2,968 2,968 UNCH 0.00%
Versant Capital Management Inc 2 2 UNCH 0.00%
Wealth Alliance Advisory Group LLC 2,970 2,970 UNCH 0.00%
Essex Savings Bank 5,069 5,069 UNCH 0.00%
Reitz Capital Advisors LLC 178,805 178,805 UNCH 0.00%
Lindbrook Capital LLC 691 691 UNCH 0.00%
Outlook Wealth Advisors LLC 2,995 2,995 UNCH 0.00%
HBW Advisory Services LLC 101,052 101,052 UNCH 0.00%
Kathmere Capital Management LLC 5,142 5,142 UNCH 0.00%
Lion Street Advisors LLC 48,143 48,143 UNCH 0.00%
Disciplined Investments LLC 5,201 5,201 UNCH 0.00%
IAG Wealth Partners LLC 48 48 UNCH 0.00%
West Financial Advisors LLC 3,322 3,322 UNCH 0.00%
Tenret Co LLC 3,488 3,488 UNCH 0.00%
McElhenny Sheffield Capital Management LLC 3,805 3,805 UNCH 0.00%
OLIO Financial Planning 51,453 51,453 UNCH 0.00%
Morton Brown Family Wealth LLC 225 225 UNCH 0.00%
HFG Advisors Inc. 3,590 3,590 UNCH 0.00%
Byrne Asset Management LLC 1,827 1,827 UNCH 0.00%
Armstrong Advisory Group Inc. 4,270 4,270 UNCH 0.00%
Signature Resources Capital Management LLC 415 415 UNCH 0.00%
Creative Capital Management Investments LLC 51 51 UNCH 0.00%
McCarthy Grittinger Financial Group LLC 330 330 UNCH 0.00%
Wetzel Investment Advisors Inc. 733 733 UNCH 0.00%
Wynn Capital LLC 4,000 4,000 UNCH 0.00%
GAMMA Investing LLC 1,410 1,410 UNCH 0.00%
Voisard Asset Management Group Inc. 375 375 UNCH 0.00%
Transcendent Capital Group LLC 1,687 1,687 UNCH 0.00%
Gerber LLC 3,789 3,789 UNCH 0.00%
Walden Wealth Partners LLC 10,508 10,508 UNCH 0.00%
13F Filers Decreasing SCHD Share Count
Massmutual Trust Co. FSB ADV 67,130 1,381 -65,749 -97.94%
Hennion & Walsh Asset Management Inc. 234,985 8,819 -226,166 -96.25%
Annapolis Financial Services LLC 1,128 48 -1,080 -95.74%
Raub Brock Capital Management LP 33,544 3,185 -30,359 -90.51%
Eagle Strategies LLC 150,793 20,215 -130,578 -86.59%
Coastal Investment Advisors Inc. 14,060 1,935 -12,125 -86.24%
M&R Capital Management Inc. 922 135 -787 -85.36%
Strategic Advocates LLC 184,303 30,493 -153,810 -83.45%
Stewardship Advisors LLC 205,170 40,679 -164,491 -80.17%
Tsfg LLC 24,674 5,175 -19,499 -79.03%
Stratos Wealth Advisors LLC 152,688 50,698 -101,990 -66.80%
SJS Investment Consulting Inc. 5,049 1,858 -3,191 -63.20%
Allspring Global Investments Holdings LLC 2,303 911 -1,392 -60.44%
Steel Peak Wealth Management LLC 95,232 38,844 -56,388 -59.21%
Tradewinds Capital Management LLC 350 170 -180 -51.43%
Patton Albertson Miller Group LLC 20,746 11,109 -9,637 -46.45%
RFG Advisory LLC 339,729 189,254 -150,475 -44.29%
CCG Wealth Management LLC 25,995 14,727 -11,268 -43.35%
Worth Asset Management LLC 18,890 10,708 -8,182 -43.31%
Zimmermann Investment Management & Planning LLC 10,670 6,123 -4,547 -42.61%
Global Retirement Partners LLC 320,257 194,591 -125,666 -39.24%
MCF Advisors LLC 1,269 780 -489 -38.53%
Moisand Fitzgerald Tamayo LLC 422 264 -158 -37.44%
Charter Trust Co. 6,000 4,000 -2,000 -33.33%
Heirloom Wealth Management 7,432 5,005 -2,427 -32.66%
Sharkey Howes & Javer 15,957 11,138 -4,819 -30.20%
Capital Planning LLC 17,548 12,443 -5,105 -29.09%
Newbridge Financial Services Group Inc. 2,129 1,517 -612 -28.75%
Rosenberg Matthew Hamilton 6,613 4,836 -1,777 -26.87%
Aurum Wealth Management Group LLC 11,317 8,450 -2,867 -25.33%
Ulland Investment Advisors LLC 1,592 1,195 -397 -24.94%
Ellis Investment Partners LLC 6,292 4,734 -1,558 -24.76%
Center for Financial Planning Inc. 1,494 1,129 -365 -24.43%
Capasso Planning Partners LLC 44,342 33,596 -10,746 -24.23%
Aaron Wealth Advisors 15,668 12,165 -3,503 -22.36%
Stony Point Wealth Management Inc. 8,630 6,746 -1,884 -21.83%
Donaldson Capital Management LLC 104,455 81,733 -22,722 -21.75%
Agate Pass Investment Management LLC 33,226 26,058 -7,168 -21.57%
Charles Schwab Trust Co 138,014 108,250 -29,764 -21.57%
TrueWealth Advisors LLC 127,080 100,416 -26,664 -20.98%
Bfsg LLC 3,836 3,035 -801 -20.88%
Bangor Savings Bank 38,455 30,752 -7,703 -20.03%
Simon Quick Advisors LLC 55,212 44,752 -10,460 -18.95%
B & T Capital Management DBA Alpha Capital Management 66,337 53,939 -12,398 -18.69%
Solitude Financial Services 10,785 8,795 -1,990 -18.45%
West Branch Capital LLC 250 204 -46 -18.40%
Dechtman Wealth Management LLC 559,592 460,593 -98,999 -17.69%
Olympus Wealth Management LLC 288,684 237,933 -50,751 -17.58%
Arden Trust Co 90,983 75,470 -15,513 -17.05%
Cornell Pochily Investment Advisors Inc. 10,716 8,891 -1,825 -17.03%
FC Advisory LLC 6,899 5,733 -1,166 -16.90%
Oxinas Partners Wealth Management LLC 6,500 5,417 -1,083 -16.66%
Segment Wealth Management LLC 344,840 291,815 -53,025 -15.38%
Verum Partners LLC 42,529 36,398 -6,131 -14.42%
Brookstone Capital Management 121,164 104,030 -17,134 -14.14%
Procyon Private Wealth Partners LLC 4,440 3,835 -605 -13.63%
ST Germain D J Co. Inc. 10,667 9,218 -1,449 -13.58%
Founders Financial Securities LLC 481,722 417,466 -64,256 -13.34%
Bogart Wealth LLC 4,784 4,229 -555 -11.60%
Eudaimonia Advisors LLC 102,180 90,668 -11,512 -11.27%
Midwest Financial Group LLC 138,411 123,097 -15,314 -11.06%
WASHINGTON TRUST Co 275 245 -30 -10.91%
Atlas Capital Advisors LLC 14,175 12,695 -1,480 -10.44%
Miracle Mile Advisors LLC 102,643 92,010 -10,633 -10.36%
Fifth Third Securities Inc. 66,281 59,626 -6,655 -10.04%
Precedent Wealth Partners LLC 2,930 2,636 -294 -10.03%
Gradient Investments LLC 19,429 17,589 -1,840 -9.47%
Manchester Financial Inc. 3,577 3,250 -327 -9.14%
Kohmann Bosshard Financial Services LLC 619,909 564,699 -55,210 -8.91%
Alpha Cubed Investments LLC 57,549 52,856 -4,693 -8.15%
Soundmark Wealth Management LLC 9,651 8,871 -780 -8.08%
MONECO Advisors LLC 153,089 141,162 -11,927 -7.79%
Keystone Financial Planning Inc. 1,652,774 1,525,958 -126,816 -7.67%
Capital Advisors Wealth Management LLC 4,398 4,073 -325 -7.39%
Cambridge Advisors Inc. 56,158 52,200 -3,958 -7.05%
CENTRAL TRUST Co 1,149,927 1,074,694 -75,233 -6.54%
McGlone Suttner Wealth Management Inc. 15,598 14,584 -1,014 -6.50%
Silverlake Wealth Management LLC 24,898 23,291 -1,607 -6.45%
Bear Mountain Capital Inc. 450 421 -29 -6.44%
Retirement Planning Group 8,045 7,529 -516 -6.41%
Buckingham Capital Management Inc. 16,814 15,772 -1,042 -6.20%
WFA Asset Management Corp 444,320 417,295 -27,025 -6.08%
Stockman Wealth Management Inc. 6,529 6,134 -395 -6.05%
Carmichael Hill & Associates Inc. 21,536 20,267 -1,269 -5.89%
McAlister Sweet & Associates Inc. 11,884 11,193 -691 -5.81%
CAP Partners LLC 44,274 41,727 -2,547 -5.75%
Foster & Motley Inc. 4,893 4,616 -277 -5.66%
Fifth Third Bancorp 1,241,982 1,176,203 -65,779 -5.30%
Pflug Koory LLC 5,729 5,444 -285 -4.97%
First Merchants Corp 145,734 138,501 -7,233 -4.96%
St. Johns Investment Management Company LLC 81,316 77,409 -3,907 -4.80%
Baker Ellis Asset Management LLC 145,900 138,891 -7,009 -4.80%
Berry Wealth Group LP 53,352 50,894 -2,458 -4.61%
Sunburst Financial Group LLC 447,779 427,118 -20,661 -4.61%
Financial Insights Inc. 292,510 279,023 -13,487 -4.61%
Etesian Wealth Advisors Inc. 2,894 2,763 -131 -4.53%
Aprio Wealth Management LLC 32,957 31,478 -1,479 -4.49%
Capital Market Strategies LLC 21,141 20,237 -904 -4.28%
CWM LLC 1,266,436 1,213,008 -53,428 -4.22%
Astoria Portfolio Advisors LLC. 14,091 13,505 -586 -4.16%
Columbia Advisory Partners LLC 180,945 173,866 -7,079 -3.91%
Raymond James & Associates 2,002,077 1,928,780 -73,297 -3.66%
Yoder Wealth Management Inc. 14,610 14,110 -500 -3.42%
Financial Partners Group LLC 8,948 8,652 -296 -3.31%
Atlantic Union Bankshares Corp 64,660 62,583 -2,077 -3.21%
Northstar Group Inc. 51,582 49,944 -1,638 -3.18%
Wealthfront Advisers LLC 5,282,860 5,116,593 -166,267 -3.15%
Pallas Capital Advisors LLC 58,677 56,870 -1,807 -3.08%
Pinnacle Bank 13,426 13,017 -409 -3.05%
Greenhouse Wealth Management LLC 10,070 9,767 -303 -3.01%
Congress Wealth Management LLC DE 108,346 105,119 -3,227 -2.98%
Capital Investment Advisory Services LLC 63,549 61,660 -1,889 -2.97%
Rezny Wealth Management Inc. 275,513 267,327 -8,186 -2.97%
Essex Financial Services Inc. 22,735 22,066 -669 -2.94%
Grandview Asset Management LLC 4,782 4,642 -140 -2.93%
Laurel Wealth Planning LLC 17,054 16,563 -491 -2.88%
Insight Financial Services 357 347 -10 -2.80%
Key Client Fiduciary Advisors LLC 7,690 7,479 -211 -2.74%
NovaPoint Capital LLC 3,913 3,807 -106 -2.71%
Mezzasalma Advisors LLC 8,623 8,392 -231 -2.68%
Hexagon Capital Partners LLC 150 146 -4 -2.67%
Integrated Investment Consultants LLC 184,405 179,512 -4,893 -2.65%
Winthrop Advisory Group LLC 129,694 126,276 -3,418 -2.64%
Silvia Mccoll Wealth Management LLC 211,828 206,409 -5,419 -2.56%
Sunflower Bank N.A. 2,826 2,757 -69 -2.44%
Myecfo LLC 24,044 23,462 -582 -2.42%
Robbins Farley LLC 101,811 99,379 -2,432 -2.39%
Paul Damon & Associates Inc. 185,014 180,631 -4,383 -2.37%
Wedmont Private Capital 18,897 18,451 -446 -2.36%
BCS Wealth Management 101,474 99,161 -2,313 -2.28%
Register Financial Advisors LLC 27,374 26,770 -604 -2.21%
Red Door Wealth Management LLC 72,073 70,691 -1,382 -1.92%
Triton Wealth Management PLLC 31,486 30,884 -602 -1.91%
Galvin Gaustad & Stein LLC 19,741 19,365 -376 -1.90%
Austin Private Wealth LLC 7,308 7,176 -132 -1.81%
Alpha Omega Wealth Management LLC 71,643 70,345 -1,298 -1.81%
Modus Advisors LLC 20,054 19,693 -361 -1.80%
Salem Investment Counselors Inc. 18,235 17,925 -310 -1.70%
Stephens Consulting LLC 10,404 10,228 -176 -1.69%
One Day In July LLC 8,458 8,320 -138 -1.63%
Asset Dedication LLC 25,401 24,992 -409 -1.61%
Benchmark Wealth Management LLC 81,511 80,212 -1,299 -1.59%
Northeast Financial Group Inc. 196,548 193,500 -3,048 -1.55%
Kingswood Wealth Advisors LLC 16,965 16,711 -254 -1.50%
NBT Bank N A NY 103,253 101,701 -1,552 -1.50%
BNC Wealth Management LLC 18,102 17,858 -244 -1.35%
SNS Financial Group LLC 36,837 36,379 -458 -1.24%
Northwest Capital Management Inc 49,578 48,999 -579 -1.17%
Acropolis Investment Management LLC 3,410 3,370 -40 -1.17%
Mather Group LLC. 3,136 3,100 -36 -1.15%
Aspiriant LLC 15,451 15,278 -173 -1.12%
Whelan Financial 530,393 524,757 -5,636 -1.06%
Aurora Private Wealth Inc. 25,214 24,956 -258 -1.02%
OneAscent Financial Services LLC 18,825 18,636 -189 -1.00%
Howard Financial Services LTD. 607,580 602,247 -5,333 -0.88%
Signature Securities Group Corporation 2,977 2,951 -26 -0.87%
Planning Alternatives Ltd. ADV 23,675 23,479 -196 -0.83%
Krilogy Financial LLC 31,499 31,272 -227 -0.72%
Dominguez Wealth Management Solutions Inc. 7,915 7,859 -56 -0.71%
JJJ Advisors Inc. 483,981 480,603 -3,378 -0.70%
Patriot Investment Management Inc. 89,091 88,484 -607 -0.68%
Halpern Financial Inc. 280,201 278,380 -1,821 -0.65%
Cypress Wealth Services LLC 35,881 35,654 -227 -0.63%
Legacy Private Trust Co. 73,358 72,899 -459 -0.63%
Flagship Harbor Advisors LLC 64,645 64,242 -403 -0.62%
Muirfield Wealth Advisors LLC 26,820 26,661 -159 -0.59%
Valley National Advisers Inc. 133,595 132,912 -683 -0.51%
First National Corp MA ADV 174,529 173,889 -640 -0.37%
UMA Financial Services Inc. 38,179 38,041 -138 -0.36%
Revolve Wealth Partners LLC 27,153 27,078 -75 -0.28%
Investment Partners Asset Management Inc. 8,177 8,156 -21 -0.26%
Allworth Financial LP 195,520 195,023 -497 -0.25%
Leavell Investment Management Inc. 188,825 188,458 -367 -0.19%
Courage Miller Partners LLC 140,762 140,568 -194 -0.14%
McMahon Financial Advisors LLC 175,042 174,818 -224 -0.13%
Eagle Ridge Investment Management 38,611 38,560 -51 -0.13%
AHL Investment Management Inc. 41,006 40,962 -44 -0.11%
Investment Advisory Services Inc. TX ADV 158,587 158,433 -154 -0.10%
Collective Family Office LLC 28,318 28,293 -25 -0.09%
John W. Brooker & Co. CPAs 98,439 98,351 -88 -0.09%
RHS Financial LLC 25,351 25,328 -23 -0.09%
Sendero Wealth Management LLC 78,406 78,375 -31 -0.04%
13F Filers Exiting SCHD
Cooksen Wealth LLC 1,342 0 -1,342 -100.00%
Portside Wealth Group LLC 3,582 0 -3,582 -100.00%
Trifecta Capital Advisors LLC 750 0 -750 -100.00%
New Hampshire Trust 4,831 0 -4,831 -100.00%
Dakota Community Bank & Trust NA 184 0 -184 -100.00%
Fortress Wealth Management Inc. 2,634 0 -2,634 -100.00%
Win Advisors Inc. 158,498 0 -158,498 -100.00%
Level Financial Advisors Inc. 57 0 -57 -100.00%
Ignite Planners LLC 3,776 0 -3,776 -100.00%
Sandbox Financial Partners LLC 2,919 0 -2,919 -100.00%
ACT Advisors LLC. 4,072 0 -4,072 -100.00%
LifePro Asset Management 4,137 0 -4,137 -100.00%
Tennessee Valley Asset Management Partners 1,248 0 -1,248 -100.00%
Advisor Resource Council 7,729 0 -7,729 -100.00%
Horst & Graben Wealth Management LLC 2,880 0 -2,880 -100.00%
Threadgill Financial LLC 17,485 0 -17,485 -100.00%
Gunderson Capital Management Inc. 4,687 0 -4,687 -100.00%
Inscription Capital LLC 20,279 0 -20,279 -100.00%
Meridian Wealth Management LLC 90,741 0 -90,741 -100.00%
Cutler Group LP 1,200 0 -1,200 -100.00%
Simplex Trading LLC 1,780 0 -1,780 -100.00%
AMI Asset Management Corp 4,594 0 -4,594 -100.00%
SOL Capital Management CO 7,785 0 -7,785 -100.00%
Bourgeon Capital Management LLC 185 0 -185 -100.00%
Eads & Heald Wealth Management 2,830 0 -2,830 -100.00%

See Summary: Institutional Holders of SCHD
See Details: Top 10 Hedge Funds Holding SCHD

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